13F HOLDINGS REPORT
Global Frontier Investments LLC
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001821219-26-000001
Total Value
$553,652
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE | VYLD | 314,000 | $101,177 | 19.97% |
| 2 | AMERICAN EXPRESS CO | AXP | 233,215 | $86,278 | 17.03% |
| 3 | ACCENTURE PLC CL A | ACN | 215,000 | $57,685 | 11.38% |
| 4 | PROGRESSIVE CORP | 743315103 | 182,000 | $41,445 | 8.18% |
| 5 | MASTERCARD INC A | MA | 68,000 | $38,820 | 7.66% |
| 6 | KKR | KKRT | 271,000 | $34,547 | 6.82% |
| 7 | BERKSHIRE HATHAWAY INC CL A | BRK-A | 44 | $33,221 | 6.56% |
| 8 | US BANCORP | USB-PS | 558,000 | $29,775 | 5.88% |
| 9 | WESTERN ALLIANCE BANCORP | WAL-PA | 285,000 | $23,960 | 4.73% |
| 10 | AON PLC CLASS A | AON | 49,000 | $17,291 | 3.41% |
| 11 | ARCH CAPITAL GROUP LTD | G0450A105 | 150,000 | $14,388 | 2.84% |
| 12 | GOLDMAN SACHS GROUP INC | GSCE | 13,000 | $11,427 | 2.26% |
| 13 | ALIBABA GROUP HOLDING-SP ADR | BBAAY | 50,000 | $7,329 | 1.45% |
| 14 | GLOBAL PAYMENTS INC | 37940X102 | 68,000 | $5,263 | 1.04% |
| 15 | NORTHERN TRUST CORP | NTRSO | 30,000 | $4,098 | 0.81% |
| 16 | SCHWAB (CHARLES) CORP | SCHW-PJ | 0 | $0 | 0.00% |
| 17 | AMRYT PHARMA LTD - SPNR ADR | 03217L106 | 0 | $0 | 0.00% |
| 18 | CADENCE BANCORP | 12739A100 | 0 | $0 | 0.00% |
| 19 | ATAI LIFESCIENCES NV | N0731H103 | 0 | $0 | 0.00% |
| 20 | CITIGROUP INC | C-PR | 0 | $0 | 0.00% |
| 21 | KALEYRA INC | 483379103 | 0 | $0 | 0.00% |
| 22 | WELLS FARGO | 949746101 | 0 | $0 | 0.00% |
| 23 | BANK OZK | OZKAP | 0 | $0 | 0.00% |